Should I invest in Bharat Bond ETF - April 2030?

We don't give personal investment advice. Bharat Bond ETF - April 2030 is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.4%. 5-year CAGR: 6.77%.

Bharat Bond ETF - April 2030

Latest NAV

₹1,606.2598

As of

17 Jul 2026

1,588 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.01%	+0.27%	-0.26	159 / 280	Q3
1W	-0.14%	-0.11%	-0.03	134 / 280	Q2
2W	-0.27%	-0.16%	-0.11	183 / 280	Q3
1M	+0.57%	-0.09%	+0.67	161 / 280	Q3
3M	+2.05%	+0.82%	+1.23	117 / 272	Q2
6M	+3.23%	-1.65%	+4.88	80 / 261	Q2
YTD	+2.78%	-1.34%	+4.12	74 / 258	Q2
1Y	+5.11%	+7.47%	-2.35	74 / 231	Q2
2Y	+7.72%	+4.66%	+3.06	30 / 185	Q1
3Y	+7.65%	+12.66%	-5.00	108 / 149	Q3
4Y	+7.83%	+14.72%	-6.89	106 / 126	Q4
5Y	+6.77%	+10.99%	-4.22	73 / 90	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.49%	+10.92%	-3.43	171 / 280	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.78%	-1.36%	+4.14	74 / 257
2025	+8.47%	+16.95%	-8.48	95 / 192
2024	+8.97%	+15.68%	-6.71	126 / 155
2023	+7.35%	+24.57%	-17.21	119 / 133
2022	+3.31%	+3.53%	-0.22	59 / 104
2021	+5.24%	+23.86%	-18.62	68 / 80
2020	+13.07%	+12.21%	+0.86	48 / 67
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.02%

68 windows

min 0.9% · max 13.4%

100% positive

3-Year rolling

+6.89%

44 windows

min 5.0% · max 9.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+7.01%

20 windows

min 6.3% · max 8.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.99%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-1.06%

Mar 2026 → Apr 2026

% positive months

86.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
HDFC NIFTY PSU BANK ETF	HDFC	₹84.8548	17 Jul 2026
Nippon India ETF Nifty 1D Rate Liquid BeES - DAILY IDCW Option	Nippon India	₹1,000.0000	19 Jul 2026
SBI NIFTY 1D Rate Liquid ETF - IDCW	SBI	₹1,000.0000	19 Jul 2026
ICICI Prudential BSE Liquid Rate ETF - IDCW	ICICI Prudential	₹1,000.0000	19 Jul 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,787.8582	17 Jul 2026
BANDHAN BSE Sensex ETF	Bandhan	₹849.4533	17 Jul 2026
Aditya Birla Sun Life CRISIL Liquid Overnight ETF - IDCW Daily Reinvestment with Weekly Payout	Aditya Birla Sun Life	₹1,000.0000	19 Jul 2026
Motilal Oswal BSE Enhanced Value ETF	Motilal Oswal	₹113.9040	17 Jul 2026
Mirae Asset Nifty 1D Rate Liquid ETF-IDCW	Mirae Asset	₹1,000.0000	19 Jul 2026
Kotak Nifty 1D Rate Liquid ETF	Kotak	₹1,114.1472	19 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹1,606.2598
16 Jul 2026	₹1,606.1664
15 Jul 2026	₹1,604.8639
14 Jul 2026	₹1,604.3821
13 Jul 2026	₹1,608.7637
10 Jul 2026	₹1,608.4573
9 Jul 2026	₹1,605.5558
8 Jul 2026	₹1,606.6651
7 Jul 2026	₹1,610.4394
6 Jul 2026	₹1,611.1791

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Bharat Bond ETF - April 2030 is ₹1,606.2598. It's a ETF from the fund house, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Bharat Bond ETF - April 2030 has NAV history starting from 30 Dec 2019, a track record of about 6 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Bharat Bond ETF - April 2030 is managed by the fund house. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bharat Bond ETF - April 2030 has delivered a absolute return of 5.11% — -2.35 pp behind the ETF category average of 7.47%. The fund ranks #74 of 231 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Bharat Bond ETF - April 2030 has delivered a CAGR of 7.65% — -5 pp behind the ETF category average of 12.66%. The fund ranks #108 of 149 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Bharat Bond ETF - April 2030 has delivered a CAGR of 6.77% — -4.22 pp behind the ETF category average of 10.99%. The fund ranks #73 of 90 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Bharat Bond ETF - April 2030 exactly 5 years ago would be worth approximately ₹138,753 today — a multiplier of 1.39×, based on the 5-year CAGR of 6.77%. The category average over the same window would have grown ₹1 lakh to ₹168,459.

A ₹10,000 monthly SIP in Bharat Bond ETF - April 2030 over the last 5 years — total invested ₹600,000 — would be worth ₹722,355 today. That's an XIRR (money-weighted annualised return) of 7.35%.

Bharat Bond ETF - April 2030 doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹722,355 — XIRR 7.35%.

On a 5-year basis, Bharat Bond ETF - April 2030 ranks #73 out of 90 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.99%; this fund delivered 6.77%.

The worst peak-to-trough decline Bharat Bond ETF - April 2030 has experienced over the last 5-year window is 3.38% — its NAV fell from a high on 05 Apr 2022 to a low on 13 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bharat Bond ETF - April 2030 averaged 7.01% (best 8.03%, worst 6.30%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.05 — weak risk-adjusted performance.

In calendar year 2025, Bharat Bond ETF - April 2030 returned 8.47% — lagging the ETF category average of 16.95% by 8.48 pp. It ranked #95 of 192 in its category that year.

Bharat Bond ETF - April 2030 doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Bharat Bond ETF - April 2030 is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.4%. 5-year CAGR: 6.77%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Bharat Bond ETF - April 2030

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ETF

Recent NAVs

Frequently asked questions

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